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SF

Summit Financial Portfolio holdings

AUM $7.85B
1-Year Est. Return 21.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
+$2.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1
+$82.4M
2
+$69.8M
3
+$57.6M
4
PLTR icon
Palantir
PLTR
+$55.6M
5
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$48.1M

Top Sells

1
+$17.8M
2
+$15.9M
3
+$12.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.9M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$10.4M

Sector Composition

1 Technology 10.31%
2 Financials 5.82%
3 Consumer Discretionary 3.32%
4 Healthcare 2.57%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.25M 0.03%
12,230
-3,410
452
$2.25M 0.03%
37,622
453
$2.25M 0.03%
19,715
-311
454
$2.24M 0.03%
19,969
-1,644
455
$2.24M 0.03%
68,440
+1,071
456
$2.24M 0.03%
13,604
+1,198
457
$2.23M 0.03%
37,306
+4,822
458
$2.23M 0.03%
56,811
+433
459
$2.22M 0.03%
30,449
-746
460
$2.21M 0.03%
52,358
+2,951
461
$2.2M 0.03%
+104,328
462
$2.2M 0.03%
15,401
-1,185
463
$2.19M 0.03%
10,845
-1,792
464
$2.18M 0.03%
9,507
+2,594
465
$2.17M 0.03%
111,360
-4,327
466
$2.17M 0.03%
15,495
+6,095
467
$2.16M 0.03%
47,774
-2,734
468
$2.16M 0.03%
+36,564
469
$2.14M 0.03%
+37,602
470
$2.12M 0.03%
+13,602
471
$2.12M 0.03%
+39,869
472
$2.11M 0.03%
25,588
+1,144
473
$2.11M 0.03%
+57,939
474
$2.1M 0.03%
6,145
+685
475
$2.08M 0.03%
70,272
+15,916
17 18
19
20 21